Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
153 hedge funds and large institutions have $1.11B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2018 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 55 increasing their positions, 47 reducing their positions, and 9 closing their positions.
122% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 9
30.16% more ownership
Funds ownership: 236.1% → 266.26% (+30%)
20% more funds holding in top 10
Funds holding in top 10: 10 → 12 (+2)
17% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 47
16% more capital invested
Capital invested by funds: $963M → $1.11B (+$152M)
7% more funds holding
Funds holding: 143 → 153 (+10)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$118M |
| 2 |
Jane Street
New York
|
+$8M |
| 3 |
Mariner
Overland Park,
Kansas
|
+$5.77M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$5.77M |
| 5 |
Northern Trust
Chicago,
Illinois
|
+$4.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$8.37M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$5.4M |
| 3 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$3.51M |
| 4 |
HT
Hefren-Tillotson
Pittsburgh,
Pennsylvania
|
-$2.86M |
| 5 |
Morgan Stanley
New York
|
-$2.24M |
PRFZ Hedge Fund Activity: Q3 2018 in Review
153 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) for Q3 2018, worth a combined $1.11B — up 16% from $963M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new PRFZ positions and 9 closed out — a net gain of 11 holders — while 55 added to existing stakes and 47 trimmed.
The largest buyer was Bank of America, adding an estimated $118M. The largest seller was UBS Group, cutting an estimated $8.37M.
- 153 institutional investors held Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) as of Q3 2018, up from 143 in Q2 2018.
- Funds reported $1.11B of Invesco FTSE RAFI US 1500 Small-Mid ETF stock for Q3 2018, up 16% quarter-over-quarter.
- 20 funds opened new Invesco FTSE RAFI US 1500 Small-Mid ETF positions in Q3 2018 and 9 closed out, a net change of +11 holders.
- The largest Invesco FTSE RAFI US 1500 Small-Mid ETF buyer in Q3 2018 was Bank of America, an estimated $118M added.
- The largest Invesco FTSE RAFI US 1500 Small-Mid ETF seller in Q3 2018 was UBS Group, an estimated $8.37M sold.
Based on aggregated 13F filings for Q3 2018.